Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,484
New position
Shares Held
783
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,287
of 2,613 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $2,235,502 across 38 Aerospace & Defense names. BA ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,411 | $527,319 | |
| 2 | RTX |
RTX Corp
|
1,886 | $357,816 | |
| 3 | RKLB |
Rocket Lab Corp
|
2,018 | $205,121 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
738 | $198,403 | |
| 5 | BA |
Boeing Co
This page
|
783 | $169,484 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
231 | $129,496 | |
| 7 | LMT |
Lockheed Martin Corp
|
233 | $118,692 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
369 | $63,041 |
All Filings in BA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,484 | 783 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||